Strategic Family Wealth Counselors, L.L.C. Ishares Tr Transaction History

Strategic Family Wealth Counselors, L.L.C.

$260 Million
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$73.1 - $82.57 $132,018 - $149,121	-1,806 Reduced 31.84%	3,867 $285,000
Q1 2020 Apr 16, 2020	BUY	$68.63 - $88.43 $12,010 - $15,475	175 Added 3.18%	5,673 $437,000
Q4 2019 Jan 17, 2020	BUY	$86.04 - $88.21 $2,151 - $2,205	25 Added 0.46%	5,498 $483,000
Q3 2019 Oct 17, 2019	BUY	$85.49 - $87.52 $1,624 - $1,662	19 Added 0.35%	5,473 $477,000
Q2 2019 Jul 17, 2019	BUY	$84.65 - $87.61 $1,693 - $1,752	20 Added 0.37%	5,454 $475,000
Q1 2019 Apr 26, 2019	SELL	$80.99 - $86.47 $94,029 - $100,391	-1,161 Reduced 17.6%	5,434 $470,000
Q4 2018 Jan 18, 2019	BUY	$79.63 - $86.3 $525,159 - $569,148	6,595 New	6,595 $535,000

Others Institutions Holding HYG

# of Institutions

1,063

Shares Held

224M

Call Options Held

105M

Put Options Held

268M

Clark Capital Management Group, Inc. Philadelphia, PA

25.7M
Shares

$2.06 Billion
14.91% of portfolio
Black Rock Inc. New York, NY

14.5M
Shares

$1.16 Billion
0.03% of portfolio
Jane Street Group, LLC New York, NY

13.6M
Shares

$1.09 Billion
1.19% of portfolio
Morgan Stanley New York, NY

11.7M
Shares

$938 Million
0.07% of portfolio
Japan Science & Technology Agency Tokyo, M0

10.4M
Shares

$835 Million
11.13% of portfolio

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About ISHARES TR

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